Atlantic Private Wealth’s Enterprise Products Partners EPD Stock Holding History

Atlantic Private Wealth’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$132K	Sell	3,500 -1,000	-22%	-$35.4K	0.09%	77
2025 Q4	$144K	Hold	4,500	–	–	0.09%	69
2025 Q3	$141K	Hold	4,500	–	–	0.09%	63
2025 Q2	$140K	Hold	4,500	–	–	0.09%	60
2025 Q1	$154K	Hold	4,500	–	–	0.11%	66
2024 Q4	$141K	Hold	4,500	–	–	0.11%	54
2024 Q3	$131K	Buy	+4,500	New	+$131K	0.1%	53

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Atlantic Private Wealth's EPD Position: Q1 2026 in Review

Atlantic Private Wealth reduced its Enterprise Products Partners (EPD) stake by 22% in Q1 2026, selling an estimated $35.4K and leaving 3,500 shares worth $132K. The position accounts for 0.09% of the portfolio, ranked #77.

Atlantic Private Wealth first reported a position in EPD in Q3 2024 and has held it in 7 quarters since. The position peaked at $154K in Q1 2025. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Atlantic Private Wealth held 3,500 shares of Enterprise Products Partners worth $132K as of Q1 2026.
Atlantic Private Wealth sold 1,000 Enterprise Products Partners shares in Q1 2026, an estimated $35.4K.
Enterprise Products Partners made up 0.09% of Atlantic Private Wealth's portfolio in Q1 2026, its #77 holding.
Atlantic Private Wealth first reported a position in Enterprise Products Partners in Q3 2024 and has held it in 7 quarters since.
Atlantic Private Wealth's Enterprise Products Partners position peaked at $154K in Q1 2025.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.